ROUS:NYE-Hartford Multifactor US Equity ETF (USD)

ETF | Large Value |

Last Closing

USD 51.81

Change

+0.65 (+1.27)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-05 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

+0.25 (+0.89%)

USD 63.08B
DGRO iShares Core Dividend Growth E..

+0.54 (+0.87%)

USD 30.34B
FNDX Schwab Fundamental U.S. Large ..

+0.26 (+1.10%)

USD 17.14B
SCHV Schwab U.S. Large-Cap Value ET..

+0.24 (+0.91%)

USD 11.81B
SPYD SPDR® Portfolio S&P 500 High ..

+0.56 (+1.25%)

USD 6.79B
VOOV Vanguard S&P 500 Value Index F..

+1.87 (+0.99%)

USD 5.29B
FDVV Fidelity® High Dividend ETF

+0.59 (+1.17%)

USD 3.88B
SPHD Invesco S&P 500® High Dividen..

+0.41 (+0.83%)

USD 3.45B
IWX iShares Russell Top 200 Value ..

+0.84 (+1.05%)

USD 3.12B
LRGF iShares U.S. Equity Factor ETF

+0.77 (+1.31%)

USD 2.21B

ETFs Containing ROUS

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.78% 88% B+ 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.78% 88% B+ 74% C
Trailing 12 Months  
Capital Gain 27.30% 77% C+ 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 27.30% 77% C+ 71% C-
Trailing 5 Years  
Capital Gain 58.05% 87% B+ 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 58.05% 87% B+ 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 11.70% 62% D 71% C-
Dividend Return 13.44% 56% F 70% C-
Total Return 1.73% 33% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 14.70% 79% B- 66% D+
Risk Adjusted Return 91.39% 77% C+ 95% A
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.